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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFC
2151
Western Financial Corp
California
$1.13M +$11.3K +86 +1%
CWP
2152
Core Wealth Partners
California
$1.13M +$29.8K +226 +3%
SPW
2153
Sonoma Private Wealth
California
$1.12M -$39.8K -302 -3%
CCWM
2154
Cassaday & Co Wealth Management
Virginia
$1.12M +$7.39K +56 +0.7%
AC
2155
Allstate Corporation
Illinois
$1.12M +$14.5K +110 +1%
GSB
2156
Greenfield Savings Bank
Massachusetts
$1.12M -$31.5K -239 -3%
ONST
2157
Old North State Trust
North Carolina
$1.12M +$1.12M +8,494 New
AAM
2158
AMI Asset Management
California
$1.12M -$40.6K -308 -4%
PC
2159
Port Capital
Illinois
$1.12M -$120K -908 -10%
HGERS
2160
Householder Group Estate & Retirement Specialist
Arizona
$1.12M +$28.4K +215 +3%
AFP
2161
Ausdal Financial Partners
Iowa
$1.12M -$64K -485 -5%
HFM
2162
Harvest Fund Management
China
$1.12M +$932K +7,067 +507%
BPFA
2163
Barnes Pettey Financial Advisors
Mississippi
$1.11M -$12.1K -92 -1%
AF
2164
Arrow Financial
New York
$1.11M -$4.35K -33 -0.4%
RFG
2165
RFP Financial Group
Georgia
$1.11M -$144K -1,092 -11%
FFN
2166
Focus Financial Network
Minnesota
$1.11M -$2.15M -17,145 -66%
WIA
2167
Westbourne Investment Advisors
Maryland
$1.11M -$6.6K -50 -0.6%
RZH
2168
Relyea Zuckerberg Hanson
Connecticut
$1.11M +$51.2K +388 +5%
TIA
2169
Traphagen Investment Advisors
New Jersey
$1.11M +$8.71K +66 +0.8%
TAM
2170
Townsend Asset Management
North Carolina
$1.11M +$1.72K +13 +0.2%
CSC
2171
Caldwell Sutter Capital
California
$1.11M -$44.6K -338 -4%
SKK
2172
Shepherd Kaplan Krochuk
Massachusetts
$1.11M -$15.3K -116 -1%
MCM
2173
Magnolia Capital Management
New York
$1.11M – – –
IFWM
2174
Institute for Wealth Management
Colorado
$1.11M -$4.62K -35 -0.4%
CPSC
2175
Carl P. Sherr & Co
Massachusetts
$1.1M – – –
85 86
87
88 89